Key Objectives
- Critically review business plan
- Develop independent understanding of FTTx market
Our Approach
- Part of the Commercial Due Diligence team for the financing of FiberCo
- Developed detailed broadband industry analysis included the following highlights:
- Macros and demographics (emphasis on household structure)
- Competition analysis (both wholesale and retail) and competitive considerations (incl. risk of overbuild)
- Technology distribution and evolution of penetration of different technologies, uptakes etc.
- Key customer trends and demand drivers (OTT, streaming, new buildings etc.)
- Arrived at addressable market and uptake forecasts to be critically reviewed versus business plan
- Reviewed and commented on company business plan assumptions regarding pricing and costs
- Supported in Q&A sessions between company and lenders
Impact for our Client
- Completed independent business review and assisted the banks in critically reviewing assumptions
- Provided context for FiberCo and supported the banks in developing a well-rounded understanding of the endeavor
Household Analysis
Net Adds Evolution across Players
Technology Distribution
